We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
2051
Colonial Trust
South Carolina
$355K +$1.85K +10 +0.6%
RBFC
2052
Roman Butler Fullerton & Co
Missouri
$355K +$268K +1,444 New
DA
2053
Detalus Advisors
Missouri
$353K +$6.85K +37 +2%
IA
2054
Inspire Advisors
Idaho
$352K -$3.89K -21 -1%
OPW
2055
Osprey Private Wealth
New York
$352K
MFC
2056
Morris Financial Concepts
South Carolina
$352K -$3.52K -19 -1%
JCFM
2057
JBR Co Financial Management
Oklahoma
$350K -$58.7K -317 -17%
TWM
2058
Tanager Wealth Management
United Kingdom
$350K -$51.9K -280 -15%
SDWIA
2059
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K
SB
2060
Simmons Bank
Arkansas
$349K
CCAM
2061
Cascades Capital Asset Management
North Carolina
$348K -$286K -1,542 -50%
MHC
2062
Meyer Handelman Company
New York
$348K
NCM
2063
Novare Capital Management
North Carolina
$347K +$2.78K +15 +1%
SPI
2064
Sutton Place Investors
New York
$347K +$2.78K +15 +1%
WA
2065
Westfuller Advisors
New York
$345K +$741 +4 +0.3%
LSA
2066
Lion Street Advisors
Texas
$345K -$223K -1,202 -44%
PMG
2067
ProVise Management Group
Florida
$344K +$5.19K +28 +2%
AWA
2068
Alta Wealth Advisors
Massachusetts
$344K -$56.5K -305 -17%
EPM
2069
Elm Partners Management
Pennsylvania
$342K +$280K +1,511 New
LTI
2070
Laffer Tengler Investments
Tennessee
$342K +$280K +1,511 New
IIC
2071
Integrated Investment Consultants
Michigan
$342K +$3.71K +20 +1%
WRPWM
2072
Werba Rubin Papier Wealth Management
California
$342K -$14.8K -80 -5%
GFG
2073
Goldstone Financial Group
Illinois
$340K +$268K +1,449 New
ICA
2074
Infrastructure Capital Advisors
New York
$340K +$278K +1,501 New
FA
2075
Fortis Advisors
Pennsylvania
$340K